We are live on ! Find out more
SCHV icon

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
401
Meridian Wealth Partners
Pennsylvania
$26K +$25.5K +1,560 New
BCM
402
Blume Capital Management
California
$25K -$29.4K -1,800 -55%
FA
403
Faithward Advisors
Pennsylvania
$25K +$9.65K +591 +66%
SFG
404
Sowa Financial Group
Rhode Island
$24K – – –
MF
405
Manchester Financial
California
$24K +$245 +15 +1%
CFO
406
CVA Family Office
Colorado
$24K +$1.23K +75 +6%
BWA
407
BDO Wealth Advisors
Florida
$22K – – –
JHCP
408
Jackson Hole Capital Partners
Oklahoma
$22K – – –
EWM
409
Edge Wealth Management
New York
$21K – – –
MSFP
410
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
MDCM
411
Morgan Dempsey Capital Management
Wisconsin
$20K – – –
CG
412
Cutler Group
California
$19K -$24.5K -1,500 -56%
LDFR
413
Lehman & Derafelo Financial Resources
Pennsylvania
$19K – – –
HF
414
Halpern Financial
Virginia
$18.8K – – –
IF
415
Ironwood Financial
Arizona
$18K – – –
PK
416
Pflug Koory
Nebraska
$18K – – –
Aptus Capital Advisors
417
Aptus Capital Advisors
Alabama
$17K – – –
CIA
418
Cascade Investment Advisors
Oregon
$16.3K – – –
CIAS
419
CBIZ Investment Advisory Services
Ohio
$16K – – –
Procyon Advisors
420
Procyon Advisors
Connecticut
$15K +$2.69K +165 +23%
RCA
421
Rowland Carmichael Advisors
Arizona
$14K – – –
KPW
422
Kore Private Wealth
New York
$13K – – –
BFC
423
Bedel Financial Consulting
Indiana
$13K +$98 +6 +0.8%
ME
424
McIlrath & Eck
Washington
$13K +$7.2K +441 +131%
Ancora Advisors
425
Ancora Advisors
Ohio
$12K – – –